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Duke Energy
DUK

Overview Fund Activity

1,022 hedge funds and large institutions have $29.4B invested in Duke Energy in 2014 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 386 increasing their positions, 383 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
+8
Holders Change %
+0.79%
% of All Funds
29.67%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
56
Increased
386
Reduced
383
Closed
41
Calls
$300M
Puts
$146M
Net Calls
+$154M
Net Calls Change
+$11M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$751M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$644M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$767M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$81.2M
5
CBOA
Commonwealth Bank of Australia
Australia
$84.3M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$326M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
3
Prudential Financial
Prudential Financial
New Jersey
$86.8M
4
State Street
State Street
Massachusetts
$2.49B
5
EA
Euclid Advisors
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
26
UBS AM
Illinois
$247M +$7.4M +98,954 +3%
State Farm Mutual Automobile Insurance
27
State Farm Mutual Automobile Insurance
Illinois
$241M – – –
PAMU
28
Pictet Asset Management (UK)
United Kingdom
$236M -$50.7M -677,709 -18%
TIM
29
Thornburg Investment Management
New Mexico
$234M +$19.5M +260,195 +9%
Morgan Stanley
30
Morgan Stanley
New York
$226M -$35.3M -472,477 -14%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$223M +$10.1M +134,722 +5%
MAA
32
Managed Account Advisors
New Jersey
$191M +$8.41M +112,536 +5%
Wells Fargo
33
Wells Fargo
California
$182M -$3.3M -44,162 -2%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$166M +$8.81M +117,772 +6%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$166M +$4.55M +60,789 +3%
CS
36
Credit Suisse
Switzerland
$161M +$34.9M +467,409 +28%
BIM
37
BlackRock Investment Management
Delaware
$155M -$2.69M -35,931 -2%
BA
38
BlackRock Advisors
Delaware
$153M -$3.02M -40,391 -2%
Goldman Sachs
39
Goldman Sachs
New York
$139M -$43.5M -582,435 -24%
APG Asset Management
40
APG Asset Management
Netherlands
$139M +$14.3M +191,457 +12%
TD Asset Management
41
TD Asset Management
Ontario, Canada
$135M +$8.64M +115,562 +7%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$130M +$1.37M +18,314 +1%
Mitsubishi UFJ Trust & Banking
43
Mitsubishi UFJ Trust & Banking
Japan
$123M -$5.03M -67,329 -4%
BlackRock
44
BlackRock
New York
$122M -$7.9M -105,601 -6%
Charles Schwab
45
Charles Schwab
California
$121M +$3.32M +44,408 +3%
Bank of America
46
Bank of America
North Carolina
$117M -$27K -361 -0%
Swiss National Bank
47
Swiss National Bank
Switzerland
$108M -$1.94M -25,900 -2%
BTS
48
BB&T Securities
Virginia
$105M +$774K +1,035 +0.7%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$104M +$32.9M +440,337 +47%
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$103M -$269K -3,596 -0.3%
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